Cornerstone Advisors Asset Management, LLC
Trevor Reid, CFA has a diverse work experience spanning over several years. Trevor began their career in 2006 as an intern at Econ Financial Services. In 2007, they worked as a Trading Support Analyst at Evergreen Investments. From 2008, they joined Cornerstone Advisors Asset Management, LLC and Cornerstone Institutional Investors, LLC as a Senior Investment Analyst. Their main responsibilities included performance reporting, client reporting, and manager due diligence, focusing on the domestic large capitalization category. Trevor also served as a member of Cornerstone's Investment Policy Committee.
Trevor Reid, CFA completed their Bachelor of Science degree in Finance at Siena College from 2003 to 2007. Additionally, they hold the Accredited Investment Fiduciary (AIF) certification from the Center for Fiduciary Studies and the Chartered Financial Analyst (CFA) designation from the CFA Institute. No specific information regarding the obtainment dates for the certifications is provided.
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